Document AI Use Cases -> Document Splitting
CloudFiles’ Document AI automates the tedious task of separating large files, renaming them based on their content, and assigning them to the right Salesforce records — ensuring your workflows stay clean, structured, and lightning-fast.
Key use-cases of document splitting
Intelligent Splitting
Split a single PDF containing multiple documents — like a loan application, W-2 form, and ID proof — into individual files using layout patterns, page breaks, or content cues.
Smart File Renaming
Automatically rename split documents using key fields extracted from the content — like applicant name, invoice number, or case ID — to match your Salesforce record naming standards.
Auto-Routing to Records
Once split and renamed, documents are automatically attached to the right record (Opportunity, Case, Lead, or Custom Object) in Salesforce — no manual steps needed.
Batch Processing
Upload a bulk set of files and let CloudFiles process them all in one go — split, rename, and route hundreds of documents in minutes.
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CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.